Agentic AI is shifting CRM from simple automation toward collaborative workflows, where AI handles routine tasks and humans apply judgment, context, and relationship-building. Rather than replacing ...
Salesforce‘s CRM Agentforce, which combines AI agents, humans, applications and enterprise data, uses LLM to build, deploy ...
Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...
Los Angeles, California – December 22, 2025 – PRESSADVANTAGE – Rocket CRM has announced continued development and refinement of its marketing automation system, reflecting broader changes in how ...
PRESSADVANTAGE – Rocket CRM has announced continued development and refinement of its Missed Call Text Back functionality, reflecting broader changes in how organizations manage inbound communication, ...
Rocket CRM has announced a major expansion of its platform with the introduction of Rocket CRM Marketing Automation, a set of capabilities designed to streamline workflows, reduce repetitive tasks, ...
It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...
ServiceNow NOW and Salesforce CRM are leading workflow automation platforms, helping enterprises streamline operations through cloud-based software and AI-powered tools. Platforms provided by these ...